Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Kratos Defense & Security Sol. (KTOS)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 29,265 0.01 Add 48.58% <0.01 $70.51 $2,063,475 SEC
2025   Q4 19,697 0.01 Reduce 16.96% <0.01 $75.91 $1,495,199 SEC
2025   Q3 23,719 0.01 Reduce 31.31% <0.01 $91.37 $2,167,205 SEC
2025   Q2 34,531 <0.01 Buy <0.01 $46.45 $1,603,965 SEC